Oct 15, 2014 by Evan Niu, CFAWhy LinkedIn Corp's Ad Business Is So PromisingLinkedIn's advertising business is young and has incredible potential in the years ahead. Just look at what Facebook has done with mobile.
Oct 14, 2014 by Evan Niu, CFAWhy Google Inc Is More Concerned About Amazon Than MicrosoftMost people probably think Google's biggest competitive threat is other search engines. They're wrong: it's Amazon.
Oct 14, 2014 by Evan Niu, CFAXbox One vs. PS4: Microsoft Corporation Beats Sony In SeptemberMicrosoft scores a victory in September, with the Xbox One reportedly outselling Sony's PS4.
Oct 13, 2014 by Evan Niu, CFAMacBook Air Retina: More Evidence Apple Inc. Won't Unveil This New Device on ThursdayDon't expect Apple to unveil its rumored 12-inch MacBook Air with Retina display at its Thursday event. The device is still likely in the pipeline, but it can wait until next year.
Oct 13, 2014 by Evan Niu, CFAIs Facebook, Inc. Compromising One of Its Core Principles?Facebook is reportedly testing out a new app that allows users to be anonymous.
Oct 12, 2014 by Evan Niu, CFABose Picks a Fight With Apple, Inc.After closing its Beats acquisition, Apple now finds itself in direct competition with other premium headphone makers.
Oct 11, 2014 by Evan Niu, CFACarl Icahn Wants Apple Inc. to Repurchase More Stock. Again.The famed activist investor has written another open letter to Apple CEO Tim Cook, outlining a case for even more share repurchases.
Oct 10, 2014 by Evan Niu, CFAApple Inc. Could Revolutionize the Smart Home As You Know ItThe smart home is currently a jumbled mess of devices with different apps and protocols. Here's how Apple could make the smart home smarter.
Oct 9, 2014 by Evan Niu, CFAMacBook Air Retina: Why Apple, Inc. Won't Pre-Announce a 12-Inch Laptop Next WeekApple is reportedly working on a 12-inch MacBook Air with Retina display, but the device likely isn't ready yet. Don't expect the company to announce it until it's ready to ship.
Oct 9, 2014 by Evan Niu, CFADid GT Advanced Technology Inc.'s Management See the Writing on the Wall?GT Advanced Technology's surprise bankruptcy filing took investors by storm. The company's financials cratered in just 62 days. How much did management know?
Oct 8, 2014 by Evan Niu, CFAApple, Inc. Didn't Force GT Advanced Into BankruptcyApple could have easily forced its sapphire partner into bankruptcy by demanding repayment, but that doesn't mean it did.
Oct 8, 2014 by Evan Niu, CFASamsung Electronics Co Ltd's Profit Squeeze ContinuesSamsung warns about major declines in profitability in the third quarter, as low-cost Chinese vendors and Apple attack both ends of its mobile business.
Oct 7, 2014 by Evan Niu, CFAWhat to Expect From Apple, Inc.'s October EventApple is expected to host a product unveiling on October 16. Here's what investors should look forward to.
Oct 7, 2014 by Evan Niu, CFAHow Much Will Apple, Inc.'s Retina iMacs Cost You?It seems that Retina iMacs are imminent. One important question remains: where will Apple price the high-resolution all-in-one desktop?
Oct 6, 2014 by Evan Niu, CFAUnderstanding GT Advanced Technology, Inc.'s BankruptcyDid investors get blinded by GT Advance's sapphire deal with Apple? There were already yellow and red flags, and the company's entire financial structure was riding on sapphire iPhones.
Oct 6, 2014 by Evan Niu, CFAApple Pay vs. Google Wallet: Why Apple, Inc. Will Win The Mobile Payment WarApple Pay is launching 3 years after Google Wallet, but sometimes slow and steady wins the race.
Oct 5, 2014 by Evan Niu, CFA3 Years Later, Remembering Steve JobsIt's been 3 years since Apple co-founder Steve Jobs died. The company has come a long way, but his DNA will always be embedded in Apple.
Oct 4, 2014 by Evan Niu, CFAMicrosoft Corporation's Defense Against Google is Starting to WorkMicrosoft now offers a free version of Windows for small and low-cost devices, which is an obvious response to the existential threat that Google represents. The company has grabbed 50 more hardware partners as a result.
Oct 4, 2014 by Evan Niu, CFABill Gates Thinks Apple Pay Sounds "Fantastic"Apple Pay gets some kind words from one of Apple's longtime rivals. Can the service be a "real contribution" to the mobile payments space?
Oct 4, 2014 by Evan Niu, CFAApple Inc. Has Already Sold 1 Million More iPhone 6 and 6 Pluses in ChinaChinese wireless carriers have already accumulated 1 million in iPhone 6 and 6 Plus preorders. That's even before Apple has started taking preorders directly.